Janus Henderson Balanced Fund

Marc Pinto (Janus Henderson Investors): “Companies that Are Benefiting from Disruption Are in the Growth Category”

Date:

marcpinto_janushenderson

Author: Meritxell Sedo

  1. Technology is providing consumers more bargaining power, anyone can go to a store and compare the price of the product online at Amazon
  2. “The smart retailers have chosen to be the showroom for their e-commerce model, not the showroom for Amazon”
  3. “There is going to be a massive deflationary pressure on IT spending when every company migrates to the cloud”